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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,031 | $183,627-84.7% | $155,602-82.0% | $145,978-80.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 37.86% | 61.32%-23.5pp | 64.81%-26.9pp | 550.52%-512.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,629 | $6,466+79.9% | $5,629+106.6% | $6,690+73.8% |
| Admin fee / account holder | $5,133 | $19,327-73.4% | $15,923-67.8% | $13,400-61.7% |